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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,482 | $110,379-49.7% | $102,412-45.8% | $145,884-62.0% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 13.34% | 24.84%-11.5pp | 24.94%-11.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,278 | $4,216-46.0% | $3,870-41.1% | $4,662-51.1% |
| Participant deferral / active EE | $3,648 | $5,622-35.1% | $5,060-27.9% | $6,690-45.5% |
| Admin fee / account holder | $10,142 | $9,745+4.1% | $8,388+20.9% | $13,392-24.3% |